| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROPEL INSURANCE AGENCY LLC3 | 1201 PACIFIC AVENUE TACOMA, WA 98402 | AETNA LIFE INSURANCE COMPANY | $35K | $7K | $43K | 1.34% |
| PROPEL INSURANCE AGENCY LLC3 | 1201 PACIFIC AVENUE, SUITE 1000 TACOMA, WA 98402 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $14K | $0 | $14K | 1.57% |
| PROPEL INSURANCE AGENCY LLC3 Filed as: PROPEL INSURANCE AGENCY, LLC | 805 SW BROADWAY, SUITE 2300 PORTLAND, OR 97205 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $13K | $0 | $13K | 1.41% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 470 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 473 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 470 | $4.1M |
| Vision | AETNA LIFE INSURANCE COMPANY | 470 | $3.2M |
| Prescription drug(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 470 | $4.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 470 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.